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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,983 | $168,635-91.1% | $147,617-89.8% | $125,389-88.1% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -7.66% | 77.65%-85.3pp | 61.98%-69.6pp | 282.24%-289.9pp |
| Employer contribution / active EE | $3,792 | $6,252-39.3% | $5,564-31.9% | $4,866-22.1% |
| Participant deferral / active EE | $3,416 | $5,507-38.0% | $4,895-30.2% | $5,352-36.2% |
| Admin fee / account holder | $368 | $13,580-97.3% | $11,612-96.8% | $9,541-96.1% |